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SJS Investment Consulting’s Orion OEC Stock Holding History

SJS Investment Consulting’s Portfolio OEC Stock Details OEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.95K Buy
294
+163
+124% +$1.17K ﹤0.01% 1787
2026
Q1 		$852 Buy
131
+88
+205% +$521 ﹤0.01% 1538
2025
Q4 		$228 Buy
+43
New +$233 ﹤0.01% 1772

Other funds holding OEC

MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return
CLA
Carnegie Lake Advisors Princeton, New Jersey $268M AUM 22.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

SJS Investment Consulting's OEC Position: Q2 2026 in Review

SJS Investment Consulting increased its Orion (OEC) stake by 124% in Q2 2026, buying an estimated $1.17K and bringing the position to 294 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1787.

SJS Investment Consulting first reported a position in OEC in Q4 2025 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

  • SJS Investment Consulting held 294 shares of Orion worth $1.95K as of Q2 2026.
  • SJS Investment Consulting bought 163 Orion shares in Q2 2026, an estimated $1.17K.
  • Orion made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1787 holding.
  • SJS Investment Consulting first reported a position in Orion in Q4 2025 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.